Planning
Showing 50 results of 785
Ordering grave monuments as part of pre-funeral planning. On line memorial.
Mar 19 2024
Is this sub Reddit appropriate for asking about pre-paying funeral expenses? If so has anyone had any luck with ordering grave site monuments thru on-line monument companies? I ask because my local mo...
reddit.com
Why my RIA brought health care planning services in-house
Mar 15 2024
RIAs must consider the bottom line when evaluating health care planning options, but the positives of delivering more holistic and comprehensive planning to your clients should not be overlooked....
financial-planning.com
What is True Retirement Planning? With Christine Benz
Mar 14 2024
Retirement planning has changed over the years, but has the industry evolved to keep up? Your retirement needs are much different from those of your parents' generation. This is why it is important to...
rogerwhitney.libsyn.com
3 Simple Steps to Get Ready for Retirement
Mar 14 2024
Check out the latest podcast episode on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” and watch more retirement planning videos at YouTube.com/@MrR...
keilfp.com
10 Big Retirement Obstacles You Can Overcome
Mar 14 2024
Link to the online article Wondering how to overcome retirement obstacles? While the journey may bring setbacks, with careful planning, you can surmount them. If you’ve ever embarked on a big un...
wiserwomen.org
Simplify Your Retirement Planning
Mar 14 2024
As discussed in prior posts, the key to successful retirement planning is to annually determine your Funded Status, monitor it from year to year and Adjust spending when your Funded Status falls outsi...
howmuchcaniaffordtospendinretirement.blogspot.com
Navigating Health Care Options If You Plan to Retire Early
Mar 10 2024
There’s been a lot of hype and media attention around pursuing and achieving FIRE (Financial Independence, Retire Early). But there ... Read more...
physicianonfire.com
CITs in 403(b)s Bill Headed to Senate
Mar 09 2024
A day after three amendments including 403(b) plan parity and e-Delivery fixes were passed,…...
401kspecialistmag.com
Zeroing in on quitting two years earlier; retirement planning software is a must
Mar 09 2024
I always had it in my mind that I would retire at age 65, but recently since my portfolio values are way up, I've been asking... is that really necessary? Can I bag it early? I'm really sick of workin...
reddit.com
Is Retirement Planning Harder Than It Used To Be? Part II
Mar 09 2024
In this episode we continue to compare and contrast retirement planning today vs. retirement planning in “the good old days”. Glenn is available for in person and online meetings if you'd ...
retirementroadmappodcast.podbean.com
Wealthy Families: Consider These Planning Ideas Before ‘The Sunset’
Mar 06 2024
For high-net-worth families, there are financial planning strategies to take advantage of today before the rules change....
forbes.com
Secure 2.0's 'Saver's Match' could cover 22 million Americans
Mar 06 2024
A sometimes-overlooked measure of the 2022 law could put free money into millions of workers' retirement plans....
financial-planning.com
For those about to retire or just in planning stages.
Mar 06 2024
Master of Change by Brad Stulberg. I read this book a few months ago. It is a mixture of old philosophy & new psychological research on how to deal with change. I found it invaluable. I'm retiring...
reddit.com
Questions About HMO-POS, PFFS, Or MSA Medicare Advantage Plans? Here’s What You Should Know
Mar 05 2024
Many are familiar with Medicare Advantage HMO and PPO plans, but there are 3 plan types that aren’t as well known....
forbes.com
When to give notice? Because I’ve had enough!
Mar 05 2024
Hello. I am 7 weeks away from what I plan to be my last day at my very corporate and very stressful job. My manager is not the easiest to work for and I feel like I’d feel way less stressed w th...
reddit.com
Navigating The Corporate Transparency Act: Estate Plan Implications
Mar 04 2024
The CTA is a federal law that took effect on January 1, 2024. It may have implications for your estate plan....
forbes.com
Social Security Planning: Is Your Financial Advisor Asking You These Questions?
Mar 04 2024
Here is a list of questions your financial advisor should ask for you to maximize your Social Security benefits and determine your overall financial goals....
forbes.com
Simple Key to Retirement Planning Success
Mar 03 2024
Key: You should determine your Funded Status annually and monitor it from year to year. Why? Your Funded Status is a summary statistic that reflects actual experience and can keep you on track to meet...
howmuchcaniaffordtospendinretirement.blogspot.com
Little-known retirement planning tool
Mar 03 2024
I see a lot of people here asking if they can retire, or saying they've asked their advisors if they can retire. It seems to me that they might be missing a valuable retirement planning tool: a budget...
reddit.com
Is Retirement Planning Harder Than It Used To Be? Part 1
Mar 02 2024
Over the next two episodes we'll explore this question as we compare and contrast retirement planning today vs. retirement planning in “the good old days”. Glenn is available for in person...
retirementroadmappodcast.podbean.com
Opinions on Pool Ownership in Retirement
Mar 02 2024
We are consolidating our properties with plans to buy or build our last home. We are in our early sixties. One of the features we are considering is whether or not we want a salt water pool. We live i...
reddit.com
?? Taking money out of 401(k) plan/IRA to tide you over comes at a cost (AARP Article)
Mar 01 2024
401(k) hardship withdrawals are on the rise, but NEW employer emergency savings accounts could help stem tide. By Tamara E. Holmes. Published February 28, 2024. https://www.aarp.org/retirement/plannin...
community.aarp.org
ERISA Killed Defined Benefit Pension Plans, Yale Law School Expert Argues
Feb 28 2024
How important was the 1974 legislation compared to other factors? This year is the 50th anniversary of the Employee Retirement Income Security Act of 1974 (ERISA), so Yale Law School professor John La...
crr.bc.edu
A Planning Process That Works
Feb 28 2024
You are responsible for your finances in retirement and need a plan that works. The Actuarial Approach, with its Funded-Status-focused process can help you: Grow your assets, Protect your assets, Spen...
howmuchcaniaffordtospendinretirement.blogspot.com
Turn Your ‘What Ifs’ into 'What's Next' with Retirement Stepping Stones, Ep #210
Feb 27 2024
Many who approach retirement view it as the ultimate goal, but you could have 30+ years to experience the retirement you've worked to build. While much of retirement planning is focused on the numbers...
financialsymmetry.com
Japan Trip Planning Summer 2024
Feb 26 2024
Hey everyone! Have you been to Japan? We visited in 2010 and had a fantastic time. It was our last international trip before we had a kid. Travel was so much easier and carefree back then. We visited ...
retireby40.org
Nomad in retirement question / advice
Feb 26 2024
I’m 68, single and have a healthy retirement portfolio with no debt and live in an apartment. I plan to quit working in December. I have one daughter, son-in-law and grandson in Colorado, anothe...
reddit.com
2023 401(k) Champions Announced
Feb 26 2024
Three plan participants received $1,000 and the title of 401(k) Champion...
401kspecialistmag.com
The 2024 Game Plan for In-Plan Annuities
Feb 26 2024
Providers say working strategies now in place for guaranteed income solutions to start…...
401kspecialistmag.com
Recommendations for estate planning
Feb 24 2024
We did it when my kids were young, but I was most concerned with who would care for them than anything else. The rest of it was noise to me, though my spouse was there to make decisions. They are olde...
reddit.com
IBM Reopened Their Defined Benefit Plan. Will Other Companies Follow?
Feb 23 2024
Only a handful seem like logical candidates, with big banks topping the list. IBM announced last November that it would no longer contribute a traditional company match and insteadreopen the cash bala...
crr.bc.edu
Is IBM’s Pension Plan Announcement Good News For Employees?
Feb 23 2024
Earlier this week, I wrote of the news that IBM was reopening its defined benefit (DB) plan. This column follows up with employee context....
forbes.com
Could One Overlooked Issue Sink Your Retirement?
Feb 23 2024
You don't want to say “Oops” when it comes to your retirement plan! On this episode we discuss a number of important issues that have the potential to create real problems if not addressed...
retirementroadmappodcast.podbean.com
Why The Solo Years Of Retirement Are The Most Critical And How To Plan For Them
Feb 22 2024
The solo years are critical to retirement finances, yet few retirement plans provide for the important changes of that period....
forbes.com
Want a More Realistic Retirement Plan?
Feb 22 2024
If you (or your financial advisor) aren’t planning for non-recurring expenses in retirement, you probably don’t have a realistic retirement plan. If you use a Strategic Withdrawal Approach...
howmuchcaniaffordtospendinretirement.blogspot.com
IBM Reopens Defined Benefit Pension Plan—Will Other Corporates Follow?
Feb 21 2024
IBM is known for being a leader and changemaker in retirement funding. Is IBM reversing the decades-long trend of corporates moving from traditional DB pension plans?...
forbes.com
Non-Financial Aspects of Retirement
Feb 21 2024
When planning for your retirement, there are a variety of things to consider in addition to how much you might ... Read more...
physicianonfire.com
What You Need To Do In Your 40s, 50s, and 60s to Be Healthy in Retirement With Dr. Bryan Beaumont
Feb 21 2024
Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below for The Health Tests You Need in Your 40s, 5...
keilfp.com
Understanding How Concepts of Time Impact Your Financial Plans
Feb 20 2024
In the realm of financial planning, numbers and calculations often take center stage, overshadowing the profound influence of time on our decisions. However, thinking about different definitions of ti...
newretirement.com
Know How To Make A Tax-Free Rollover From 529 Plan To A Roth IRA
Feb 20 2024
A recent law allows tax-free rollovers from 529 plans to Roth IRAs, but there are hurdles to be cleared....
forbes.com
Retirement Planning Isn’t Complicated.
Feb 15 2024
Retirement planning is not the complicated problem that you imagine. It's complex. Here's why that distinction matters....
forbes.com
Will Changes to Multiple Employer Plans Put a Dent in the Coverage Gap?
Feb 15 2024
The hurdles seem quite challenging. We just released a report that explores the possibilities and limitations of Multiple Employer Plans (MEPs) to improve coverage in employer-sponsored retirement pla...
crr.bc.edu
Employees See 401(k) Plans as Prerequisite Instead of Perk
Feb 15 2024
A study released today by Vestwell finds that 89% of participants would be more likely to…...
401kspecialistmag.com
EBSA Recovered $1.4 Billion in 2023 for Employee Benefits Plans, Participants and Beneficiaries
Feb 15 2024
Recoveries made through enforcement efforts, informal complaint resolutions...
401kspecialistmag.com
NAGDCA Highlights Public Sector DC Plans in Latest Retirement Research
Feb 15 2024
The report was created to address a “significant lack of attention” and understanding of…...
401kspecialistmag.com
Institutional Investors, Asset Managers, Shift to Net-Zero Targets
Feb 15 2024
Twenty-five percent of asset owners say they're planning to create a formal net-zero…...
401kspecialistmag.com
Why Did IBM Reopen Its Defined Benefit Plan? Will Others Follow?
Feb 14 2024
Thebrief’skey findings are: IBM has reopened its defined benefit plan to use the plan’s surplus – rather than corporate cash – to fund retirement contributions. This shift has ...
crr.bc.edu
6 Tips on Estate Planning
Feb 14 2024
Are you considering passing down your assets to the next generation? Explore effective strategies for transferring your wealth, initiate the estate-planning process, and discover how estate planning c...
theretirementsolution.com
Will Hitting “Peak 65” Rewrite the Rules for Retirement?
Feb 14 2024
We spend a lot of time on Keen on Retirement discussing how retirement is changing, from new laws and rules to generational shifts in how seniors work and live. But one constant in the retirement plan...
keenonretirement.libsyn.com
The Cost of Raising A Child
Feb 13 2024
Will kids ruin your plan to FIRE? (Financial Independence Retire Early) Kids can be expensive, but don’t let that stop you. They might change your plan a bit, but FIRE won’t be out of reac...
retireby40.org
Popular Topics
Filter content by these topic groups:
About Planning
Retirement planning is the process of determining how much you will need to save and invest in order to have enough money to live on during retirement. It involves setting goals, analyzing your current financial situation, and making a plan to help you reach your retirement goals.
Here are some steps you can take to start planning for retirement:
Determine your retirement goals: Consider how much you will need to live on during retirement, where you want to live, and what you want to do in retirement.
Calculate how much you will need to save: Use online retirement calculators or speak with a financial planner to determine how much you will need to save to reach your retirement goals.
Start saving and investing: Contribute to a retirement account, such as a 401(k) or IRA, and consider speaking with a financial advisor about the best investment options for you.
Review and adjust your plan regularly: As your financial situation and retirement goals change, be sure to review and adjust your retirement plan accordingly.
It's never too early to start planning for retirement. The sooner you start saving and investing, the more time your money has to grow and the more prepared you will be for retirement.